Private Pension Plan Agent

Description

Job Summary: Acquire customers, provide advisory services on financial and investment products, retain your customer portfolio, and achieve sales targets by following up with customers. Key Highlights: 1. Acquire customers and promote the enrollment in Private Pension Plans. 2. Provide advisory services on financial and investment products. 3. Retain and develop your customer portfolio. Your Main Challenges: * Acquire customers and promote the enrollment in Private Pension Plans. * Provide advisory services on financial and investment products. * Retain and develop your customer portfolio. * Achieve sales targets and performance indicators. * Follow up with your customers and manage sales activities. Requirements: * Completed or incomplete technical or university education. * 2 years of experience in selling intangible products, preferably investment-related. * Desired experience in insurance companies, AFPs, banking, or financial institutions. * Intermediate proficiency in Office and Excel. * Knowledge of consultative selling and financial evaluation. * Desired knowledge of Financial Statements and CRM. We Offer: **Full EPS and oncological insurance coverage.** * Hybrid work modality. **Monday to Friday, 8:30 a.m. to 6:30 p.m.** Employment Type: Full-time Salary: S/.1,025.00 - S/.6,000.00 per month Work Location: Hybrid in Piura, Piura